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For those of you wanting to know in fine detail how I can help here it is:

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Wills

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• Standard Will

• Will with distribution to Pilot Trust

• Agricultural/Business clauses within Will

• Foreign property

• Gift of Property

• 10% charity clause

 

Trusts within Standard Will

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• Discretionary

• Nil Rate Band Discretionary Trust

• Children’s Trusts

• Disabled persons

• Interest in Possession

• Agricultural Trust

• Business Trust

• Residential Nil Rate Band (RNRB) Trust

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Lifetime Trusts - Lifetime Planning

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• Family

• Business

• Agricultural

• Discretionary

• IIP

• Disabled

• Holdover Gift

• Gift Trust – historical/other assets

• Personal Injury

• Pension death benefits

• Investment probate – deed of assignment & trustee bank account

• Life Assurance

• Conveyance for transfer for land/deed of appointment

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Lasting Power of Attorney (LPA)

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• Health & Welfare

• Property & Finance

• Deed of Revocation

• Court of Protection Deputyship

• Advanced Decision

• LPA Registration

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Business Lasting Power of Attorney (LPA)

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• Document

• Registration

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Property Services

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• Conveyancing

• Severance of Tenancy

• Trust of Land

• Declaration of Trust

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Deed of Variation (DOV)

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• DOV Preparation

• Family Trust (DOV)

• IIP Trust (DOV)

• Loan Documentation

• Deed of Assignment

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Trust Administration

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Deed of Appointment for the following:

• Assets

• Beneficiaries

• Right to income

• Trustee

• Investments

• Life Assurance

• Loans

 

Additional Trust Administration Services

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• Deed of replacement/removal: Trustee, Beneficiary

• Loan documentation: Individual to individual, Individual to Trust

• Trustee Bank Account

• Declaration of Trust

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• Professional Executor Service

• Professional Trustee Service

• Prenuptial Agreements

• Care Guidance

 

All of the above services are provided in association with Countrywide Tax & Trust Corporation Limited, Kenilworth, Warwickshire 

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